Finance - Property Transaction Screen Reporting

The Manage Property Transactions screen is used to view all of the transactions allocated to properties in Chintaro. It can be used to generate reports and exports for transactions and to investigate transaction history (EG the total of maintenance costs occurred per program last month).

This solution details:

• Viewing the Manage Tenancy Transactions screen
• Filtering and reporting on the Manage Tenancy Transactions screen
• Reporting from the Manage Tenancy Transactions screen
• Creating bulk receipts for payments, or invoices for charges

Viewing the Manage Property Transactions screen

To access the Manage Property Transactions screen, from the Home screen, click Finance, then Property Transactions Functions and click Manage Property Transactions:

Filtering and reporting on the Manage Property Transactions screen

You can sort and filter on any column on the screen to create a report of transactions that you need. If there are columns of information that you require that you cannot see on this screen, they may be hidden and they can be unhidden. Click this link to learn more about Using Search Screens in Chintaro.

Some columns you may find useful to filter on, are:

Reporting from the Manage Property Transactions screen

Once you have a report that you would like to use outside of Chintaro, click Export or Print. 

If you would like to save the layout of the columns and filtered data on the screen so that you don't need to sort and filter each time you come into the screen, click Save View. More information about saved views is found in this link: How to Create and Use Saved Views